See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN INVESTMENT Service code 15 9750 MIRAMMAR ROAD · SAN DIEGO, CA 92126 | Recordkeeping | $10,025 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $9,268 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,486 | $47,448-33.6% | $94,993-66.9% | $62,292-49.5% |
| Participation rate | 83.2% | 66.5%+16.7pp | 73.9%+9.3pp | 69.5%+13.7pp |
| Annual return | 16.39% | 22.64%-6.3pp | 27.12%-10.7pp | 28.90%-12.5pp |
| Employer contribution / active EE | $344 | $1,300-73.5% | $2,603-86.8% | $2,042-83.2% |
| Participant deferral / active EE | $1,929 | $2,375-18.8% | $3,317-41.9% | $3,169-39.1% |
| Admin fee / account holder | $143 | $434-67.0% | $4,960-97.1% | $479-70.1% |